Dominion Energy, Inc
D- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000715957
No open-market purchases or sales by Dominion Energy, Inc insiders were filed in the last 90 days; 1,553 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Dominion Energy, Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,328
- −69 vs. Q4 2022
- Shares held
- 590.7M
- +9.24M (+1.6%) vs. Q4 2022
- Total value
- $33.0B
- −$2.62B (−7.3%) vs. Q4 2022
- New holders
- 92
- 560 more added
- Sold out
- 161
- 481 more reduced
34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting D on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,553 | $48.6B |
| Q1 2026 | 1,487 | $43.0B |
| Q4 2025 | 1,453 | $42.5B |
| Q3 2025 | 1,412 | $42.6B |
| Q2 2025 | 1,351 | $39.3B |
| Q1 2025 | 1,407 | $37.0B |
| Q4 2024 | 1,375 | $35.0B |
| Q3 2024 | 1,355 | $37.2B |
| Q2 2024 | 1,278 | $31.1B |
| Q1 2024 | 1,226 | $31.2B |
| Q4 2023 | 1,239 | $28.7B |
| Q3 2023 | 1,207 | $27.4B |
| Q2 2023 | 1,287 | $31.1B |
| Q1 2023 | 1,328 | $33.0B |
| Q4 2022 | 1,431 | $35.7B |
| Q3 2022 | 1,443 | $40.8B |
| Q2 2022 | 1,520 | $46.5B |
| Q1 2022 | 1,543 | $47.7B |
| Q4 2021 | 1,489 | $43.6B |
| Q3 2021 | 1,379 | $39.7B |
| Q2 2021 | 1,439 | $39.6B |
| Q1 2021 | 1,455 | $40.9B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 10,676 | $596.9K | 0.24% | +10,676 | New |
| Harbour Investments, Inc. | 10,656 | $595.8K | 0.03% | −617−5.5% | Reduced |
| Exchange Traded Concepts, LLC | 10,611 | $593.3K | 0.02% | +2,816+36.1% | Added |
| Acrisure Capital Management, LLC | 10,608 | $593.1K | 0.60% | +5,212+96.6% | Added |
| Tranquility Partners, LLC | 10,596 | $592.4K | 0.28% | +139+1.3% | Added |
| Key Financial Inc | 10,580 | $591.5K | 0.22% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 10,566 | $590.8K | 0.34% | +648+6.5% | Added |
| Nations Financial Group Inc, | 10,554 | $590.1K | 0.06% | +150+1.4% | Added |
| Burney Co | 10,507 | $587.4K | 0.03% | −45−0.4% | Reduced |
| Whittier Trust Co | 10,479 | $585.8K | 0.01% | +157+1.5% | Added |
| Center For Asset Management LLC | 10,449 | $584.2K | 0.57% | +50+0.5% | Added |
| Kovack Advisors, Inc. | 10,431 | $583.2K | 0.08% | +1,637+18.6% | Added |
| FineMark National Bank & Trust | 10,423 | $582.7K | 0.02% | −190−1.8% | Reduced |
| Orleans Capital Management Corp | 10,297 | $575.7K | 0.42% | +1,450+16.4% | Added |
| Lincoln National Corp | 10,278 | $574.7K | 0.01% | −822−7.4% | Reduced |
| Headinvest, LLC | 10,276 | $574.5K | 0.13% | +1,105+12.0% | Added |
| Armstrong Advisory Group, Inc | 10,259 | $573.6K | 0.07% | −1,183−10.3% | Reduced |
| Madison Wealth Management | 10,255 | $573.4K | 0.12% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10,250 | $573.0K | 0.08% | −74−0.7% | Reduced |
| ABN AMRO Bank N.V. | 10,217 | $571.4K | 0.01% | +10,217 | New |
| Colony Group LLC | 10,220 | $571.0K | 0.01% | −2,968−22.5% | Reduced |
| Moneta Group Investment Advisors LLC | 10,205 | $570.6K | 0.01% | +1,928+23.3% | Added |
| Graham Capital Wealth Management, LLC | 10,174 | $568.8K | 0.82% | −554−5.2% | Reduced |
| Tradewinds, LLC. | 10,171 | $568.7K | 0.34% | +10,171 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,160 | $568.0K | 0.08% | −677−6.2% | Reduced |
| Elmwood Wealth Management, Inc. | 10,119 | $565.8K | 0.27% | +1,285+14.5% | Added |
| Fund Management at Engine No. 1 LLC | 10,108 | $565.1K | 0.11% | +934+10.2% | Added |
| Cigna Investments Inc | 10,081 | $563.0K | 0.11% | −204−2.0% | Reduced |
| SPC Financial, Inc. | 10,064 | $562.7K | 0.06% | +46+0.5% | Added |
| Ameritas Investment Partners, Inc. | 10,058 | $562.3K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,033 | $560.9K | 0.00% | −875−8.0% | Reduced |
| BLB&B Advisors, LLC | 10,022 | $560.3K | 0.04% | +82+0.8% | Added |
| Wrapmanager Inc | 10,014 | $559.9K | 0.17% | +2,705+37.0% | Added |
| Beacon Financial Advisory LLC | 9,941 | $555.8K | 0.35% | +902+10.0% | Added |
| Derbend Asset Management | 9,934 | $555.4K | 0.42% | −70−0.7% | Reduced |
| Excalibur Management Corp | 9,911 | $554.2K | 0.29% | +185+1.9% | Added |
| Investment Management of Virginia LLC | 9,882 | $552.5K | 0.10% | +1,573+18.9% | Added |
| Keudell/Morrison Wealth Management | 9,855 | $551.0K | 0.16% | +930+10.4% | Added |
| Imprint Wealth LLC | 9,832 | $549.6K | 0.36% | +9,832 | New |
| Rowland & Co Investment Counsel | 9,824 | $549.3K | 0.13% | +750+8.3% | Added |
| Longfellow Investment Management Co LLC | 9,810 | $548.5K | 0.13% | +3,450+54.2% | Added |
| Shell Asset Management Co | 9,783 | $547.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,684 | $541.4K | 0.03% | +426+4.6% | Added |
| Prudent Man Advisors, LLC | 9,651 | $540.0K | 0.21% | −50−0.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,624 | $538.1K | 0.20% | −633−6.2% | Reduced |
| VeraBank, N.A. | 9,595 | $536.5K | 0.25% | −74−0.8% | Reduced |
| Commonwealth Retirement Investments LLC | 9,522 | $532.3K | 0.32% | +606+6.8% | Added |
| Centurion Wealth Management LLC | 9,453 | $528.5K | 0.27% | +281+3.1% | Added |
| Kidder Stephen W | 9,439 | $527.7K | 0.18% | −650−6.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,361 | $523.0K | 0.29% | −192−2.0% | Reduced |
| Fruth Investment Management | 9,275 | $518.0K | 0.15% | −500−5.1% | Reduced |
| Boltwood Capital Management | 9,262 | $517.9K | 0.19% | −860−8.5% | Reduced |
| Delphia (USA) Inc. | 9,262 | $517.8K | 0.63% | +9,262 | New |
| Stokes Family Office, LLC | 9,215 | $515.2K | 0.06% | +67+0.7% | Added |
| New Millennium Group LLC | 9,193 | $514.0K | 0.52% | −346−3.6% | Reduced |
| Petrus Trust Company, LTA | 9,170 | $512.7K | 0.06% | +9,170 | New |
| First Foundation Advisors | 9,149 | $511.5K | 0.02% | +312+3.5% | Added |
| Two Sigma Securities, LLC | 9,141 | $511.1K | 0.04% | +2,298+33.6% | Added |
| Financial Advocates Investment Management | 9,107 | $509.2K | 0.04% | −4,016−30.6% | Reduced |
| Salvus Wealth Management, LLC | 9,092 | $508.3K | 0.41% | −4,928−35.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 9,055 | $506.3K | 0.15% | −50−0.5% | Reduced |
| Cullen Capital Management LLC | 9,040 | $505.4K | 0.00% | +1,467+19.4% | Added |
| Grimes & Company, Inc. | 9,027 | $504.7K | 0.02% | −44−0.5% | Reduced |
| Bryn Mawr Trust Co | 9,026 | $504.0K | 0.02% | −114−1.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,973 | $501.7K | 0.25% | +66+0.7% | Added |
| Cobblestone Capital Advisors LLC | 8,971 | $501.6K | 0.04% | +2,438+37.3% | Added |
| Busey Wealth Management | 8,861 | $495.4K | 0.02% | −1,803−16.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 8,855 | $495.1K | 0.11% | −5,950−40.2% | Reduced |
| Marcum Wealth, LLC | 8,828 | $493.6K | 0.06% | +1,184+15.5% | Added |
| Savant Capital, LLC | 8,805 | $492.3K | 0.01% | +1,081+14.0% | Added |
| Sheets Smith Wealth Management | 8,798 | $491.9K | 0.08% | −2,785−24.0% | Reduced |
| Eagle Ridge Investment Management | 8,789 | $491.4K | 0.06% | +454+5.4% | Added |
| BCGM Wealth Management, LLC | 8,700 | $486.4K | 0.25% | +8,700 | New |
| 1st Source Bank | 8,677 | $485.1K | 0.03% | −361−4.0% | Reduced |
| Merit Financial Group, LLC | 8,665 | $484.5K | 0.02% | −393−4.3% | Reduced |
| Private Wealth Partners, LLC | 8,640 | $483.1K | 0.05% | +8,640 | New |
| Bank of Hawaii | 8,617 | $481.8K | 0.03% | −257−2.9% | Reduced |
| Prossimo Advisors, LLC | 8,534 | $477.0K | 1.16% | −60−0.7% | Reduced |
| Wambolt & Associates, LLC | 8,514 | $473.1K | 0.17% | +1,217+16.7% | Added |
| Eudaimonia Partners, LLC | 8,448 | $472.3K | 0.11% | −671−7.4% | Reduced |
| Moody National Bank Trust Division | 8,415 | $470.5K | 0.04% | +127+1.5% | Added |
| Centre Asset Management, LLC | 8,408 | $470.0K | 0.11% | −303−3.5% | Reduced |
| PFG Advisors | 8,397 | $469.5K | 0.04% | +45+0.5% | Added |
| Mendel Money Management | 8,385 | $468.8K | 0.25% | +469+5.9% | Added |
| Gleason Group, Inc. | 8,375 | $468.2K | 0.13% | +100+1.2% | Added |
| Confluence Wealth Services, Inc. | 8,357 | $467.2K | 0.11% | −253−2.9% | Reduced |
| Bessemer Group Inc | 8,339 | $466.0K | 0.00% | +403+5.1% | Added |
| Montag A & Associates Inc | 8,324 | $465.4K | 0.03% | +285+3.5% | Added |
| Comerica Securities,inc. | 8,316 | $465.0K | 0.03% | +3,156+61.2% | Added |
| AdvisorNet Financial, Inc | 8,303 | $464.2K | 0.04% | +108+1.3% | Added |
| Advisor Partners II, LLC | 8,284 | $463.2K | 0.03% | −3,569−30.1% | Reduced |
| Desjardins Global Asset Management Inc. | 8,288 | $463.0K | 0.06% | −1,780−17.7% | Reduced |
| Stratos Wealth Advisors, LLC | 8,271 | $462.5K | 0.04% | +82+1.0% | Added |
| Front Row Advisors LLC | 8,231 | $460.0K | 0.22% | −494−5.7% | Reduced |
| Signaturefd, LLC | 8,201 | $458.5K | 0.01% | −565−6.4% | Reduced |
| Platform Technology Partners | 8,199 | $458.4K | 0.23% | +1,009+14.0% | Added |
| Bigelow Investment Advisors, LLC | 8,126 | $454.3K | 0.26% | −953−10.5% | Reduced |
| Wright Investors Service Inc | 8,115 | $453.7K | 0.13% | +8,115 | New |
| Camden National Bank | 8,086 | $452.1K | 0.09% | +3,938+94.9% | Added |
| Blue Fin Capital, Inc. | 7,944 | $449.3K | 0.15% | −48−0.6% | Reduced |